Practical Headless Flow Examples

Keith YelnickIT Manager at Interfaith Youth Corekeith@ifyc.org@KeithYelnick

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Grand Valley State University Elizabethtown College Crazy Staff

Interfaith Youth Core

• Started with Flows launched from Workflows

• Moved to Trigger Ready / Autolaunched Flows & Process Builder

Headless Flows?A rose by any other name…

• Get in there! It’s really not that hard!

• Yes, there are other ways….

• Apex / VisualForce

• LOTS of Workflows

• Need more explanation?

• keith@ifyc.org

• @KeithYelnick

• Come talk to me!

• Other Great Resources

• Everything from Brian Kwong (Salesforce Wizard)

• Brent Downey (AdminHero.com)

• Salesforce Documentation!

Practical Examples?

Auto Follow New Users in Chatter… or how I learned to stop worrying and love Process Builder and Flows

Process builder will initiate our flow

• Set Object As User

• Watching only for new user records, not modifications

• Check that User is a Standard User

• Run our Trigger Ready (Headless) Flow

Flow will handle following new user

• Get all SysAdmin UserIDs

• Create EntitySubscription records to subscribe SysAdmins to New User

Auto Follow New Users in Chatter

Create Variable for UserIDStarting with the flow

• Variable will hold UserID Received from Process Builder

• Good variable naming conventions save lives!

• Make sure it’s Input Only our Input/Output

• Looking Up “User” Object

• Making sure they’re Active

• ProfileID is for System Administrators

• UsersID is a SObject Collection Variable of type “User”

• I prefer UsersID over UserIDs since its actually the users that we have multiple of, and each has only one ID, but YMMV

Fast LookupMuch better than Slow Lookup

• Loop through our SObject Collection

• Save value to UserID (SObject Variable)

Loop Through UsersID

• EntitySubscription Object stores “Follows”

• Storing values for ParentID (Object being followed) and SubscriberID (User doing the following)

• FollowerDetail is SObject Variable

Set Variables for EntitySubscription

• Add each of our SObject Variables (FollowerDetail) into an SObject Collection (FollowCollection)

Assign Into EntitySubscrition SObject Collection

• Use our FollowCollection to Fast Create our EntitySubscription

Fast Create our EntitySubscription

• Fast Lookup to get all SystemAdmins

• Loop Through our System Admins

• Set “Follower IDs” from the System Admins

• Assign these IDs into a single collection

• Take our collection to Fast Create EntitySubscriptions

• Looping through a SObject Collection with Fast Create helps to “Bulkify” our Flow

• SAVE YOUR FLOW AS AN AUTOLAUNCHED FLOW!

Final Product

• Select our Object Type (user)!

• We only care about object creation

• I’ll be honest, the process builder is always the easy part….

Process Time!

• We define our criteria (Standard Users Only)

• This is a good time to create more complex Flows for different types of users that different profiles will want to subscribe to

• A lot of logic that you can do in Process Builder can be done in Flow (and vice-versa). NO RIGHT ANSWER (sometimes).

Define CriteriaSubtitle placeholder

• Immediate vs Scheduled Actions

Schedule

• Only flows that are saved as the “Autolaunched” type will be visible in the Flow selection dropdown

• Only variables that can accept Input will be visible in the Flow Variable section

• This is where we will specify our new user’s ID

Actions

Process is ready for Activation and Testing

Entire Process

Flow could be expanded

• Chatter Based Onboarding Tasks

• Add user to groups based on location, title, etc….

• Set new user to follow their manager

• Send chatter notification to staff at same location informing them about the new user

• Non-Chatter Based Tasks

• Create onboarding tasks and assign to the new user

Process could be expanded

• Launch additional Flows based on user’s location, title, etc…

Additional Options

Handling 3rd Party Forms/Data

Business Use Case: Data will be collected from a website using a FormAssembly based form, which will integrate with Salesforce via its “Connector” feature. FormAssembly’s Contact matching capabilities will not succeed frequently enough. Form submissions must be matched with existing contacts in real time when possible to allow reporting on demographic makeup. Contacts affiliated with a school must be placed within their school’s account (which is asked for in our form)

• FormAssembly data will populate custom object (Signups)

• Process Builder will trigger an Autolaunched Flow when Signup records are created or modified

• Visual Flow will attempt to match based on our defined criteria and populate data within contact records. Alternatively the Flow will create new contacts where there is sufficient data, but no match. All other records will be manually corrected and the flow will be run again

3rd Party Data

• Similar forms may ask about company size, geography, or job title to help qualify or route leads

Our Form

• Data from FormAssembly will populate object without any modification or logic

• Flow will be triggered by Process Builder whenever the “Needs Correction” field is unchecked

Custom Object

Complete Flow

Record Retrieval and Initial Segmenting

Email Match

• Save returned ContactID from Lookup to a

variable and check if it’s null

More Matching Logic

2-Column LayoutSubtitle placeholder

Thank you